Nvidia’s AI Guardrails, Big Tech’s White House Visits, and Elon’s Voter Data Grab

NVIDIA's record $235B buyback and new AI-safety tool signal deep uncertainty about the durability of the AI trade itself.

• Record buyback: NVIDIA added $150B to its repurchase program, bringing total authorization to $235B, the largest buyback in U.S. history, four months after an $80B addition.
• Cheap on paper: Scott Galloway notes NVIDIA trades at a lower P/E than Walmart or Costco, calling the buyback a signal management doubts how long the AI boom lasts.

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